- Neuberger Berman (Dallas, TX)
- … needs and objectives Travel frequently to various domestic locations to attend client meetings and promote new business opportunities Facilitate and promote new ... NB Alternative products and strategies Serve as the primary internal and client -facing point of contact for the illiquid alternatives platform Provide clients,… more
- The Cigna Group (Plano, TX)
- **Summary** The Client & Health Plan Trend Analytics Product organization within the Sales & Provider Analytics is entrusted with key business relationships and ... manage for our partners in the Data & Analytics Engineering organization. The Senior Business Product Owner (BPO) is customer focused and acts as a conduit between… more
- Truist (Dallas, TX)
- …the following job description:** The International Wealth Management (IWM) Wealth Advisor 3 serves the Non-Resident/Foreign Nationals client segment including ... presentation and sales skills that establish the WA as a trusted, client -focused, financial advisor with capabilities to serve affluent clients, including… more
- Deloitte (Dallas, TX)
- Deloitte's Government and Public Services (GPS) Engagement Financial Advisor (EFA) Practice is comprised of finance professionals specializing in project and account ... for the entire engagement management team(s) by owning all financial reporting and analysis for engagements and accounts. Their greatest value, however, is in the… more
- Deloitte (Dallas, TX)
- P&C Actuarial Advisor - Temp Position The Human Capital Offering...- from the CEO to CFO, Risk Manager to Business Unit leader-and that we deliver on our issues ... a consulting environment. The job functions include the following: * Client project engagements involving reserve analyses, including Statements of Actuarial… more
- EFI Global (Dallas, TX)
- …levels as determined by manager.** **Promotes EFI Global capabilities to expand business opportunities with new and existing client companies assisting in ... testimony, into a recognized global leader in engineering failure analysis , origin-and-cause investigations, environmental consulting, laboratory testing and specialty… more
- Bank of America (Frisco, TX)
- …strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on ... self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth...leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service… more
- Deloitte (Dallas, TX)
- …review of prospective client debt holdings, development of marketing decks, and analysis of industry public filings. + Working within a team and supporting and ... Interested in taking your tax and business experience to a whole new level? Want...of our fast-growing, unique service offerings is our Tax Analysis & Information Reporting for Debt Investments (TARDI) practice.… more
- Deloitte (Dallas, TX)
- …code! Work you'll do As a Tax Senior Manager in the FTS-DART (Depreciation Analysis & Reporting Tool) group, you will provide tax consulting and compliance services ... to a diverse client base in various industry sectors. You will work...complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates.… more
- Deloitte (Dallas, TX)
- …identification of innovative technologies and process to drive value and efficiency through our client engagements. + Research and analysis of a wide range of ... do: As a Tax Senior in the FTS-DART (Depreciation Analysis & Reporting Tool) group, you will be responsible...delivery of tax advisory and consulting services to the client . + Day-to-day interaction with engagement teams, both domestically… more
- Neuberger Berman (Dallas, TX)
- …fees, etc. by utilizing various in-house portfolio systems. + Provide customized reporting and analysis to client or Wealth Advisor team on a regular ... **Summary:** The Client Associate will provide comprehensive operational support to...provide comprehensive operational support to a seasoned Senior Wealth Advisor Team with over $2B in assets under management.… more
- Publicis Groupe (Irving, TX)
- …can help clients achieve their business goals. + **Reporting and Analysis :** Manage client reporting, analysis , and insights. Uncover actionable ... a crucial role in growing our current book of business by leveraging your expertise to identify, influence, present,...client satisfaction, growth, and trust, ultimately becoming the client 's trusted advisor . + **Why you might… more
- CBRE (Dallas, TX)
- …Requires in-depth knowledge of financial terms and principles. Reviews complex financial/ business analysis and reports prepared by subordinates. Ability to ... maximize performance of the company's platform in attracting new business development and growing market/ client share, as...for potential impact on operations and responds with necessary business changes as indicated. * Provides analysis ,… more
- PNC (Dallas, TX)
- …Making, Financial Analysis , Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience ... from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage...be successful in this position. **Preferred Skills** Book Of Business , Client Relationship Building, Credit, Credit Products,… more
- Bank of America (Fort Worth, TX)
- …Requirement:** High School Diploma / GED / Secondary School or equivalent **Skills:** + Business Development + Client Experience Branding + Client Management ... Business Banking Relationship Manager/Senior Relationship Manager - Fort...responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more
- Acosta Group (Dallas, TX)
- …effectively and efficiently in a matrix management environment. **RESPONSIBILITIES** + Strategic Advisor + Must be regarded by business leaders/managers as a ... **DESCRIPTION** The HRBP functions in a strategic business partner role to provide and facilitate HR...Human Resource practices. Provide thought leadership related to assigned client team and regularly update Senior Management while acting… more
- Deloitte (Dallas, TX)
- …matter experts and industry specialists provide services and solutions relevant to our client 's business . Our team will assist with global tax challenges and ... complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates....department to create greater impact and efficiency within our client 's organization. Our spectrum of business tax… more
- IBM (Dallas, TX)
- …continuous improvement. A successful Consultant is regarded by clients as a trusted business advisor who collaborates to provide innovative solutions used to ... solve the most challenging business problems. Simpler's Consultants support the planning, preparation, and...facilitation, and sustainment of value stream improvement * Coach client team members on data collection and analysis… more
- Deloitte (Dallas, TX)
- …needs and cross sell among various lines of service. + Acting as a trusted business advisor to clients on a variety of issues including federal tax planning, ... industry specialists provide services and solutions relevant to our client 's business . Our team will assist with...years' experience in federal tax compliance, tax planning, tax analysis , and tax research + One of the following… more
- Citigroup (Irving, TX)
- …be willing to relocate to the area._ **Job Family Group:** Technology **Job Family:** Business Analysis / Client Services **Time Type:** Full time **Primary ... from requirements through implementation and provide input based on analysis of information + Consult with business ...implications of the application of technology to the current business environment + Act as advisor or… more